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Disclosery

Atria Investments, Inc: CSW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on CSW, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 3,721 CSW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,721 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $1,035,491.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,669 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $956,047.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,378 shares
    Change vs previous 13F +955 shares

    0.01% of the 13F portfolio, value $991,617.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,423 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $588,084.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,497 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $716,249.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,523 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $735,575.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,367 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $835,052.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $855,425.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).